To add the Task Action functionality to your accessplanit platform, please get in touch with your Customer Success Manager.
Tasks are used to indicate when something has been or needs to be completed. You may not want to automate an email for this, so a Task may be more appropriate.
Setting up a Task Action
To set up a Task Action, you'll need to fill out a few fields first. Here's an overview of what they all do:
Workflow Action Date This is the date the Task will create itself. In the example above it is 10 minutes after current date time. This means the Task will create 10 minutes after the Workflow has been triggered.
Account This field contains the Account that the Task is mapped to.
Creator User This is the username that will be against the Task created.
Mapped to The Mapped to field tells you what the Task is regarding. You can either map the Task to a Constant, or you can map it to the object that triggered the Workflow.
Priority This is a numbered list from 1-5 of the level of priority the Tasks is.
Progress This is the progress made. For example, if this Task is always done at the time of booking, you can set the Task up to auto-complete by filling the Progress as 100% and the Status to Complete.
Status This is the Status of the Task.
Subject This is a free text field for you to write some information about what the Task is for.
Type This is the type of Task you are creating which is a Custom List Item that you can define and edit as you wish. You can learn more about Custom List Itemshere.
Add a Field Here, you can choose to add extra fields by selecting it in the drop down list and clicking the plus symbol on the right.
Due Date In this field, you can enter the date that the Task is due to be completed by.
Start Date Here, you can add a start date for the Task.
Details This field provides you with a free text box to enter in further details about the Task.
Assigned to Users Here, you can add Users that are assigned to this Task.
Examples of Task Actions
Task Actions can be used for a variety of purposes within Workflows The following are examples of scenarios where a Task could be generated via a Workflow:
Opportunity status changed to ‘Follow Up’:
A Delegate has Cancelled themselves from a Course: